Plan Governance

How well is your plan operating according to ERISA’s array of requirements and documentation needed annually?  Who is your retirement plan’s Named Fiduciary and how knowledgeable are they with ERISA?  Do your current plan governance processes meet ERISA and DOL highest standards? 

 

If your current advisor mostly or only focuses on your investments, they are potentially leaving you exposed on the other 88% of your responsibilities as the plan sponsor.  Our comprehensive services address multiple aspects of plan governance in a thorough and efficient manner.  You have a business to run and it isn’t your company retirement plan.  We help all aspects of your plan run well so you can focus on your business.

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Investment 

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Design

Client

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Investment

Analysis

TDF

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Success

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Fiduciary

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ERISA

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